[GNC] Struggling with Quicken import

Derek Atkins derek at ihtfp.com
Fri Feb 15 11:05:28 EST 2019


D via gnucash-user <gnucash-user at gnucash.org> writes:

> That is a fair interpretation, since that's what the wiki
> says. However, it would appear that the wiki is in need of some
> correction.
>
> I'm not sure, but that wiki language may have resulted from a writer's
> misunderstanding of the different import vectors, with one writer
> assuming that account structures would be manually entered, while
> another assumed that it could happen via an import.
>
> It may also be that the importer logic changed, but that is less likely.

When you import from QIF there are two ways to look at it:

1) You could create an account structure first (e.g. by the File
   Hierarchy assistant) and then map your QIF accounts to the gnucash
   structure, or

2) You can let the QIF importer create the new accounts for you.

The only problem with #2 is that it will put most of your categories
into top-level Expense accounts.  So instead of having
Expenses:Groceries, your "Groceries" category will get created as a
top-level "Groceries" expense account.

It was probably unclear in the wiki that option #1 means creating the
accounts in gnucash first and then mapping them during the qif import.
If you do #2 and then restructure, the QIF import mappings will be wrong
if you do a subsequent import.

> David T.

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-derek

-- 
       Derek Atkins                 617-623-3745
       derek at ihtfp.com             www.ihtfp.com
       Computer and Internet Security Consultant


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